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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 45-5627575

NORTH VALLEY SYMPHONY ORCHESTRA INC

Also known as NORTH VALLEY SYMPHONY

Tax-exempt · PHOENIX, AZ 85050

Financials

$122K$120K2022$116K$131K2023$141K$120K2024
Revenue Expenses · by fiscal year end
Financials of NORTH VALLEY SYMPHONY ORCHESTRA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$141,242$119,639$21,603$150,610$0$150,610
June 30, 2024990-EZ$116,218$131,391-$15,173$130,902$1,895$129,007
June 30, 2023990-EZ$121,883$119,620$2,263$144,180–$144,180
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$74,412
Membership dues
$18,390
Program service revenue
$37,905
Investment income
$7
Net income from fundraising events
$10,528

Expenses

Compensation of officers, directors and key employees
$38,171
Salaries, compensation and benefits (total)
$41,091
Professional fees and payments to contractors
$3,650
Occupancy
$34,538
Printing, publications and postage
$286
Other expenses
$40,074
Program services (functional)
$85,037

Balance sheet and other

Total assets, start of year
$130,902
Total assets, end of year
$150,610
Total liabilities, end of year
$0
Net assets, end of year
$150,610
Cash, savings and investments
$138,604
Gross receipts
$149,303

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Nathan LievreADMINISTRATIVE ASSISTANT20$15,360
Kevin KozacekMUSIC CONDUCTOR15$4,800
Dylan SuehiroYOUTH CONDUCTOR4$4,800
Gabrielle BeamYOUTH CONDUCTOR4$3,800
Jayson UptainLOGISTICS4$3,315
Charles StewartYOUTH CONDUCTOR3$2,200
Anita CriderYOUTH CONDUCTOR4$1,700
Josh CondonMUSIC CONDUCTOR3$1,300
Nicole HernandezADMINISTRATIVE ASSISTANT10$896
Tracy PetersenPRESIDENT10$0
Adrienne KozacekTREASURER4$0
Nora WelshSECRETARY5$0
Breana Mock KeenMEMBER AT LARGE2$0
Heather MerchutMEMBER AT LARGE2$0
Cindy KozacekVICE PRESIDENT10$0
5 more people on this return
NameTitleHours / weekCompensation
Rebecca SumsionMEMBER AT LARGE2$0
Bruce JerdeMEMBER AT LARGE2$0
Michael GoerssMEMBER AT LARGE2$0
Aidan HayesMEMBER AT LARGE2$0
Natalie KruitMEMBER AT LARGE2$0
990-EZ for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
KEVIN KOZACEKMusic Director10$4,800
ELIZABETH GALPINPresident20$0
LISA TUFTSMEMBER AT LARGE1$0
GABRIELLE GETTYTreasurer3$0
NORA WELSHSecretary4$0
GINA STEVENSMEMBER AT LARGE1$0
LEAH HODGEMEMBER AT LARGE5$0
BREANA MOCK KEENMEMBER AT LARGE10$0
HEATHER MERCHUTMEMBER AT LARGE3$0
990-EZ for the year ended June 30, 2023: 13 people
NameTitleHours / weekCompensation
KEVIN KOZACEKMEMBER AT LARGE2$5,200
ELIZABETH GALPINPresident17$0
IRENE KUFNERTreasurer2$0
GABRIELLE GETTYTreasurer2$0
NORA WELSHSecretary3$0
ASUSENA APARICIO VALLESMEMBER1$0
GINA STEVENSMEMBER1$0
TRACY PETERSENMEMBER AT LARGE2$0
MICHAELA BUBACHMEMBER AT LARGE1$0
SUZY LIEBERVice President2$0
LEAH HODGEMEMBER7$0
BREANA MOCK KEENBOARD MEMBER12$0
HEATHER MERCHUTMEMBER2$0

Address and contacts

Address (IRS master file)
PO BOX 72231, PHOENIX, AZ 85050-1021
In care of
% TRACY PETERSEN
Mailing address (990-N for 2015)
PO Box 75101, Phoenix AZ 85087
Principal officer (990-N for 2015)
Steven Thomasson, 4109 E Sierra Sunset Trl, Cave Creek AZ 85331
Signed the 990-EZ
TRACY PETERSEN, PRESIDENT
Phone
(623) 980-4628
Return prepared by
Personal Financial Services LLC

Mission

SEE ATTACHED STATEMENT

990-EZ for the year ended June 30, 2025

Program accomplishments

  • SEE ATTACHED STATEMENT
    Expenses $34,538
  • SEE ATTACHED STATEMENT
    Expenses $41,091
  • SEE ATTACHED STATEMENT
    Expenses $9,408

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for NORTH VALLEY SYMPHONY ORCHESTRA INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
45-5627575
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2012
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$150,610
Income (IRS master file)
$149,303

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$141,242$119,639$150,610XML
990-EZJune 2024$116,218$131,391$130,902XML
990-EZJune 2023$121,883$119,620$144,180XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS
990-N for 2015
Officer: Steven Thomasson
June 30, 2016≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5627575).

Questions about NORTH VALLEY SYMPHONY ORCHESTRA INC

What is the EIN of NORTH VALLEY SYMPHONY ORCHESTRA INC?
The employer identification number (EIN) of NORTH VALLEY SYMPHONY ORCHESTRA INC is 45-5627575.
Is NORTH VALLEY SYMPHONY ORCHESTRA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to NORTH VALLEY SYMPHONY ORCHESTRA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NORTH VALLEY SYMPHONY ORCHESTRA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NORTH VALLEY SYMPHONY ORCHESTRA INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NORTH VALLEY SYMPHONY ORCHESTRA INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who is the principal officer of NORTH VALLEY SYMPHONY ORCHESTRA INC?
The 990-N for 2015 names Steven Thomasson.
Who are the officers and directors of NORTH VALLEY SYMPHONY ORCHESTRA INC?
The 990-EZ for the year ended June 30, 2025 lists 20 people; 9 received compensation from the organization, the highest $15,360 (Nathan Lievre, ADMINISTRATIVE ASSISTANT).
How much revenue does NORTH VALLEY SYMPHONY ORCHESTRA INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $141,242, expenses of $119,639 and total assets of $150,610 at year end.

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